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The latter. I work at Salesforce, and even our reps avoid logging to CRM. Logging activities doesn’t produce sales revenue.
@vp sales
Glad you said it. Too many leaders pretend CRM admin is “revenue driving” when it is really just box ticking for their reports.
I put what I need to be put in for me to use. Every tiny detail is not necessary (for me) and a waste of time. I can appreciate best practices and all for somebody out there, but I have to make it work for me.
I am the same. I only log what helps me run my pipeline. Updating for the sake of it is busywork. I sell for commission, not for data entry trophies.
My whole team picks on me for it, but I am crazy detailed in my logs. It has helped me more than once, too. I also like that if I'm out for whatever reason, someone could easily jump in and understand where I was at with a lead.
Fair enough, if detail works for you, do it. But I cannot spend half my day writing essays in CRM just so someone might maybe use them if I am off. That trade-off kills my selling time.
I log everything I can bc I have a bad memory. Helps with meetings to know what’s going on with each account.
If it helps you personally, fair. But I hate how leadership tries to force one-size-fits-all. Some of us do not need a digital diary to run our book.
I log everything as well but it is exactly what Acount executive 2 said. I only do it because my memory sucks. It helps me in the long run.
At least you are honest. I get it if memory is an issue, but leadership should not pretend detailed logs are a universal solution. Some of us manage fine without them.
Logging details is for the next person taking over the account. There’s more efficient places I take notes like OneNote and Notion
Yes, this. Notes for myself go in my own system. CRM is just the bare minimum so leadership can see movement. Anything deeper lives where I actually work.